CSR Consulting

CSR Strategy & Planning

A CSR plan that satisfies the law and actually creates impact.

Getting Started

Compliance is the floor, not the goal

Section 135 sets the minimum — a CSR policy, a committee, an annual spend. But a strategy built only to satisfy the law tends to produce scattered, low-impact spending. We start from your business context and the communities you actually touch, then build a plan that's both compliant and genuinely purposeful.

That means choosing the right implementation model upfront, not defaulting to whichever one is easiest to file.

Start Your CSR Strategy

What's included

From materiality to a board-ready CSR policy, as one engagement.

  • Materiality assessment aligned to your business and stakeholders
  • CSR policy drafting for board approval
  • Schedule VII activity mapping
  • Multi-year budget planning
  • CSR committee formation support
Choose Your Model

Which implementation model fits?

How you choose to execute shapes both your control and your administrative burden.

Direct ImplementationFull control Implementing AgencyMost common Collaborative / PooledShared initiatives
Control Level Highest — you run the program directly Moderate — agency executes, you oversee Lower — shared with other companies
Administrative Burden Highest — you manage everything Lower — agency handles execution Lowest — shared administration
Ideal For Companies with dedicated CSR teams Most companies without in-house execution capacity Companies wanting to fund larger, pooled initiatives
Reporting Complexity You compile all reporting yourself Agency provides utilization reports Consolidated reporting via lead partner
What To Expect

How we build your strategy

From first conversation to a board-approved plan.

1
Week 1

Needs Assessment

Understand your business context and stakeholder priorities.

2
Week 1–2

Policy Drafting

Draft a CSR policy aligned to Schedule VII and your priorities.

3
Week 2

Activity Selection

Select specific activities and an implementation model.

4
Week 2–3

Budget Allocation

Allocate the mandated spend across selected activities.

5
Week 3

Board Approval

Present the plan for board approval and CSR committee sign-off.

Getting Started

Documents you'll need

Grouped by what they're for, so it's easy to see what to collect.

For Policy Drafting
  • Last 3 years' average net profit figures
  • Existing board resolutions on CSR, if any
  • Details of current CSR committee, if formed
For Activity Selection
  • Any past CSR activity history
  • Details of causes or regions of interest to the business
  • List of potential implementing partners, if known
For Compliance
  • Company PAN and CIN
  • Details of proposed implementing agency, if applicable
Common Questions

Frequently asked questions

Are we mandatorily required to have a CSR policy?

Yes, if you meet the net worth, turnover or net profit thresholds under Section 135 — we'll confirm your applicability as the first step.

Can we choose our own causes, or are we restricted to specific ones?

Schedule VII lists broad permitted categories, but there's meaningful flexibility within them to align with causes relevant to your business.

Do we need to spend through a registered agency?

Not necessarily — direct implementation is allowed, though most companies without dedicated CSR teams find implementing agencies more practical.

What happens if we don't spend the mandated amount?

Unspent amounts must be transferred to a specified fund or an escrow account, depending on whether the project is ongoing — we'll guide you through the specific requirement.

How often should the CSR strategy be revisited?

At least annually, alongside your CSR committee's review — more often if your business or stakeholder priorities shift significantly.

Ready to build a CSR strategy that does both?

Tell us about your business, and we'll help shape a plan that's compliant and purposeful.

Get in Touch
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